Bill Pay & Concierge Specialist

Cerity Partners•New York City, NY

About The Position

Cerity Partners Family Office is seeking a client-focused, detail-oriented Bill Pay & Concierge Specialist to join its Bill Pay Team. The role manages the end-to-end bill payment process, organizes ongoing projects, and coordinates high-touch concierge requests for ultra-high-net-worth individuals and families. The successful candidate thrives in a fast-paced environment and brings strong organizational skills and a solutions-oriented, client-centric mindset. The specialist manages bill intake, processing, approvals, and reconciliation; tracks invoices, outstanding balances, and recurring bills; and serves as a primary contact for clients, vendors, and third parties on bill pay and administrative matters. The role also coordinates personal and concierge tasks, including renovation tracking, household employee support, and ad hoc requests, while delivering discreet, prompt, and professional client service. The position collaborates with advisors, client teams, and internal specialists on cross-functional initiatives, uses proprietary tools and resources to complete deliverables accurately and on time, and supports new technology implementation and process improvements. Applicants must be authorized to work for any employer in the United States.

Requirements

At least 5 years of experience in bill pay, accounts payable/receivable, banking, or a related finance role.
Bachelor’s degree or equivalent professional experience.
Strong working knowledge of bill payment systems.
Demonstrated proficiency with Microsoft Office, particularly Excel.
Experience using AI tools to streamline everyday work, and curiosity to continue learning how to leverage them.
Ability to adapt to and learn new systems and tools quickly.
Meticulous attention to detail and commitment to accuracy.
Client-first mindset with excellent verbal and written communication skills.
Strong organizational and time-management skills.
Ability to handle sensitive information with professionalism and discretion.
Proactive, resourceful, and independently motivated.
Authorization to work for any employer in the U.S.

Nice To Haves

Experience working directly with clients or vendors in a service-oriented capacity.
Bill.com experience preferred.
QuickBooks experience is a plus.

Responsibilities

Manage the full lifecycle of bill payments, including intake, processing, approvals, and reconciliation.
Organize and monitor open invoices, outstanding balances, and recurring bills to ensure obligations and deadlines are met.
Serve as a primary point of contact for clients, vendors, and third parties on bill pay and administrative matters.
Coordinate personal and concierge tasks, including renovation tracking, household employee support, and ad hoc requests.
Respond to client requests promptly and professionally, providing a high level of discretion and care.
Collaborate with advisors, client teams, and internal specialists on cross-functional initiatives.
Use proprietary tools and resources to ensure timely and accurate completion of deliverables.
Support implementation of new technologies, tools, and process improvements to enhance team efficiency.